All Retail articles – Page 7
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White papersLimited shelf life? Why the fast fashion model is under strain
The fast fashion industry has a detrimental impact on the environment, but more people switched to online retailers when pandemic lockdowns shuttered high street stores.
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White papers2021 outlook: AEW foresees compelling opportunities emerging after current storm
In its 2021 European real estate outlook, “After the Storm” AEW explores how investors can best navigate out of the current crisis. Despite the recent news of a potential vaccine, 2021 looks to be a year characterised by a slow recovery hindered by both COVID-19’s impact on the wider economy together with the latent existing headwinds of unresolved trade frictions and political uncertainties.
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White papersEuropean Real Estate Research Quarterly - November 2020
While COVID has negatively impacted the retail and hotel sectors, the logistics and residential sectors have been much less affected. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.
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White papersInside Real Estate – Annual Strategy Outlook for 2021
Under our base case the global economy will continue down the path of recover but with a wider range of possible outcomes. Normalization in advanced economies will likely start in the second half of 2021 following the distribution of vaccines, though full global herd immunity will be further away. We expect the world economy to be dealing with a “new normal” for a few years.
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White papersAEW Research Flash Report - August 2020
Second quarter data confirm that the U.S. suffered the single most severe contraction in real GDP (-32.9% annualized) since the 1930s and, as the U.S. now passes through the “dog days” of summer, the nation’s economy and psyche continues to be dogged by the relentless spread of coronavirus across large swathes of the country, in particular the southeast, southwest and west coast states.
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White papersReal Estate House View - Europe
Covid 19 lockdowns led cars being replaced wit cyclists traversing back streets from Bogota to Barcelona. Extensive pop-up bike lanes have appeared. The current reopening of economies offers society the opportunity to reimagine city transportation.
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White papersAEW Research Flash Report - August 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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White papersEuropean Real Estate - Quarterly Research Q2 2020
The Eurozone economy contracted by -3.6% quarter-over-quarter (0.1% for the fourth quarter of 2019) through the first quarter of 2020. With lockdown restrictions only beginning to act as a drag performance in late March, an even steeper decline is forecast for the second quarter of 2020.
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White papersReality bites: Retailing in a healthy crisis
In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.
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White papersChallenges and opportunities in US Commercial Real Estate
Coronavirus is disproportionately affecting different sectors of the US commercial real estate market, and driving major short- and long-term trends that have consequences for investors. Within major subsectors of US commercial real estate, we are negative on the outlook for retail and senior housing sectors, cautious on office space, ...
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White papersPhysical Retail “Rumours of my death have been greatly exaggerated!”
The quote, attributed to Mark Twain when he read his own obituary in a newspaper, seems an appropriate comparison for media coverage of the retail sector. Whether stories about vacant shops in town centres, the death of the high street or tenants going into administration, all appears to be doom and gloom.
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White papersAPAC Real Estate Outlook
The APAC region was the first to be affected by the COVID-19 outbreak at the start of 2020, highlighting the downside impact of the pandemic on economies, particularly tourism arrivals and manufacturing. With the outbreak having evolved into a global pandemic, a recession scenario appears likely for the five developed APAC economies this year. These markets, however, are expected to recover relatively quickly from 1H 2021 onwards (see Figure 1), benefitting from their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support. This should help bolster investment sentiment in the APAC region.
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White papersReal Estate: The Last Dance for gut feel investing
Commercial property investors could learn a lot from the data-led revolution that has taken place in basketball in recent years, as Chris Urwin explains.
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White papersUnlocking REIT Potential Amid COVID-19
Investors remain cautious after seeing the severe impact to the lodging and retail sectors. But there’s much more to real estate and overlooking the full picture could mean missing out on the true potential.
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White papersTomorrow’s world: COVID-19 and the long-term future of commercial real estate
Chris Urwin and Jonathan Bayfield look beyond the near-term disruption to real estate to assess the longer-term prospects for the retail, office and logistics sectors.
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White papersLogistics: ‘Last mile’ or further to run?
Following a decade of bumper demand and returns, many experts are questioning whether logistics real estate assets have reached their prime or whether they still have further to run. Vivienne Bolla argues the latter.
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White papersCovid-19: short-term pain, long-term opportunities for European commercial real estate
The Covid-19 crisis now appears to be deeper and more widespread than initially estimated by financial markets, and it is placing a huge strain on the global economy. In this new and evolving context, real estate is likely to share in the economic pain in the short run, but could prove resilient in the longer term given its defensive features, including its ability to dampen volatility and bring diversification to portfolios.
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Asset Manager NewsPATRIZIA sells German DIY portfolio for EUR 96 million
Portfolio comprising 71,000 sq m of retail space across seven assets
